Cash Flow Forecasting & CFO Advisory

Forecasts, budgets and a part-time CFO to help you plan with confidence.

Custom Consultation

How it works

Accurate filings, sensible tax planning and advice you can act on. We prepare everything properly the first time, which keeps penalties, queries and stress away.

Tell us what you need

Share your deadlines and goals. We confirm the scope and give you a clear quote before any work begins.

Share your records

Upload statements, trial balances or prior returns securely. We tell you exactly what is missing, so nothing is left to guesswork.

Prepared & reviewed

Our team prepares the work and a senior accountant reviews it. We explain the results and any savings before anything is submitted.

Filed & followed up

We submit to SARS or CIPC, handle any queries, and remind you ahead of your next deadline.

What we will need from you

Company registration documents and SARS tax reference numbers
Bank statements for the relevant period
Prior-year financial statements and tax returns
Supporting invoices, receipts and payroll records
Access to your accounting software, if applicable

Frequently asked questions

What does Cash Flow Forecasting & CFO Advisory cost?

Custom Consultation. The fee is based on the nature and complexity of the work involved, and we confirm the final amount in writing before any work begins — no hidden fees.

Do you work with my existing software?

We work with Xero, Sage, QuickBooks and Excel-based records, and can migrate you to cloud accounting.

Who will handle my account?

Every client gets a dedicated account manager supported by registered accountants and auditors.

How is the fee calculated?

Fees depend on transaction volume, staff count and reporting requirements. We confirm a fixed fee before work starts.

Ready to get started?

Send an inquiry and an advisor will respond within one working day.

Send an inquiry